We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
-1.34%
1 Year Est. Return
+14.72%
3 Year Est. Return
+40.1%
5 Year Est. Return
+42.17%
10 Year Est. Return
–
AUM
$558M
AUM Growth
-$86.1M
Cap. Flow
-$77.7M
Cap. Flow %
-13.91%
Top 10 Hldgs %
63.32%
Holding
1,181
New
331
Increased
307
Reduced
133
Closed
112

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$26.1M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16.9M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.8M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$29.2M
3
OEF icon
iShares S&P 100 ETF
OEF
+$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROAD icon
451
Construction Partners
ROAD
$5.82B
$5.33K ﹤0.01%
48
– –
WSM icon
452
Williams-Sonoma
WSM
$28.3B
$5.29K ﹤0.01%
+29
New +$5.79K
CNR
453
Core Natural Resources Inc
CNR
$4.04B
$5.24K ﹤0.01%
50
– –
DHR icon
454
Danaher
DHR
$147B
$5.12K ﹤0.01%
27
-2
-7% -$426
XLY icon
455
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
$5.01K ﹤0.01%
+46
New +$5.38K
IGM icon
456
iShares Expanded Tech Sector ETF
IGM
$9.63B
$4.98K ﹤0.01%
+42
New +$5.28K
APA icon
457
APA Corp
APA
$12.4B
$4.96K ﹤0.01%
117
+1
+0.9% +$30
CFG icon
458
Citizens Financial Group
CFG
$30.2B
$4.92K ﹤0.01%
82
– –
ASTS icon
459
AST SpaceMobile
ASTS
$16B
$4.89K ﹤0.01%
59
+2
+4% +$189
MMM icon
460
3M
MMM
$94.3B
$4.79K ﹤0.01%
33
-17
-34% -$2.71K
IXUS icon
461
iShares Core MSCI Total International Stock ETF
IXUS
$57B
$4.7K ﹤0.01%
54
-328,158
-100% -$29.2M
ETHA
462
iShares Ethereum Trust ETF
ETHA
$5.44B
$4.67K ﹤0.01%
295
– –
TY icon
463
TRI-Continental Corp
TY
$1.87B
$4.65K ﹤0.01%
147
+1
+0.7% +$33
MCHI icon
464
iShares MSCI China ETF
MCHI
$6.13B
$4.61K ﹤0.01%
82
-15
-15% -$901
ING icon
465
ING
ING
$94.4B
$4.58K ﹤0.01%
176
– –
TM icon
466
Toyota
TM
$219B
$4.56K ﹤0.01%
22
– –
SEE
467
DELISTED
Sealed Air
SEE
$4.54K ﹤0.01%
108
+91
+535% +$3.81K
ECL icon
468
Ecolab
ECL
$79.9B
$4.52K ﹤0.01%
17
– –
LGN
469
Legence Corp
LGN
$4.65B
$4.52K ﹤0.01%
80
– –
PCAR icon
470
PACCAR
PCAR
$70.4B
$4.5K ﹤0.01%
39
– –
MYGN icon
471
Myriad Genetics
MYGN
$502M
$4.5K ﹤0.01%
1,000
– –
TIGO icon
472
Millicom
TIGO
$16B
$4.5K ﹤0.01%
60
– –
UMC icon
473
United Microelectronic
UMC
$43B
$4.45K ﹤0.01%
495
– –
BVN icon
474
Compañía de Minas Buenaventura
BVN
$7.78B
$4.43K ﹤0.01%
123
+117
+1,950% +$4.22K
APH icon
475
Amphenol
APH
$173B
$4.42K ﹤0.01%
35
– –
17 18
19
20 21

Similar funds

TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

Stone House Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Stone House Investment Management held 1,181 positions worth $558M, down 13% from $644M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Stone House Investment Management withdrew a net $77.7M in Q1 2026, closing 112 positions and reducing 133 holdings. Its most notable exit was Direxion Daily Mid Cap Bull 3X ETF, an estimated $195K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 5.6% of assets, up from 5% a quarter earlier, followed by Technology and Financials.

Against the trend, Stone House Investment Management opened a new position in Advanced Drainage Systems worth $696K.

  • Stone House Investment Management's largest Q1 2026 buy was Advanced Drainage Systems: 5,075 shares worth $696K.
  • Stone House Investment Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $26.1M increase.
  • Stone House Investment Management's biggest Q1 2026 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $63.8M.
  • Stone House Investment Management fully exited Direxion Daily Mid Cap Bull 3X ETF in Q1 2026, selling an estimated $195K.
  • Stone House Investment Management's ten largest holdings make up 63% of its $558M portfolio in Q1 2026.
  • Stone House Investment Management opened 331 new positions and closed 112 in Q1 2026.
  • Stone House Investment Management's portfolio value fell 13% quarter-over-quarter to $558M.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.